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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $549,038 | $57,590+853.4% | $86,233+536.7% | $82,448+565.9% |
| Participation rate | 2.0% | 57.9%-55.9pp | 69.0%-67.1pp | 68.1%-66.1pp |
| Annual return | 3.25% | 22.41%-19.2pp | 61.39%-58.1pp | 41.64%-38.4pp |
| Employer contribution / active EE | $196 | $1,655-88.2% | $2,504-92.2% | $2,551-92.3% |
| Participant deferral / active EE | $1,196 | $3,080-61.2% | $4,559-73.8% | $4,139-71.1% |
| Admin fee / account holder | $5,333 | $4,730+12.7% | $8,342-36.1% | $7,234-26.3% |